5 Over 112 Reviews

Financial Advisor Sunshine Coast

Need help with your finances?

We've got you covered.

100+ Five-Star Reviews | 8 Years of Trusted Service

Choose our experienced financial advisors on the Sunshine Coast for expert guidance and ongoing support.

We’re dedicated to securing the best possible outcomes for your financial future.

5-Star Sunshine Coast Financial Advice

Welcome, and thanks for stopping by!

 You’ve just found your new team of financial planners right here on the Sunshine Coast. We’re excited to offer you expert financial advice tailored to your needs.

Our comprehensive approach to managing your wealth ensures that you enjoy a prosperous life now and in the future.

Keep reading to discover more about us, explore the services we offer, and find out how we can help you achieve your financial dreams.

Our clients adore us, and we've got the awards to prove it.

the difference

Hear from Simon Coombes, founder and director of Direct Wealth, about what sets our service apart from other financial advisor firms. 

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Straight from the horse's mouth

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What Can working with Our Sunshine Coast Financial Advisors Do for You?

Working with a financial advisor is all about enhancing your financial health.

Our approach isn’t just about reaching financial goals; it’s about providing the support and insights you need to navigate through financial challenges with ease. Whether it’s clarifying complex financial issues or giving tailored advice, we’re here to help you manage your finances confidently.

Our financial advisors get to know your personal financial situation intimately, crafting strategies that are tailored just for you.

Whether you have specific financial objectives or need general advice to manage life’s ups and downs, our advisors are here to guide you. They offer the clarity and support needed to confidently handle any financial situation, ensuring you’re always ready for what comes next, and positioned for the best outcome. 

A happy couple takes a selfie on the beach as they smile in the morning sun.

Here's What We Can Help You With

Our financial advisors offer a comprehensive range of services designed to establish, protect and grow your wealth.

Whether it’s making smart day-to-day financial choices, developing effective investment strategies, managing your superannuation, planning your estate, or ensuring tax efficiency, we’ve got all bases covered.

Our advice is customised to fit your unique needs and goals. We use proactive strategies to make sure you’re on the best path to financial success.

Whether you’re sorting out your finances today or planning for what’s next, we’re with you every step of the way. Our personalised financial advice is all about setting you up for success, ensuring you’re ready for the future. We’re here to make sure every decision moves you closer to your financial goals.

The Numbers

Years of outstanding service
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Years of collective experience
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Happy & successful clients
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Funds under management
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Why Choose Us?

Choosing our seasoned financial advisors gives you a significant advantage.

Instead of navigating financial planning on your own, you’ll have access to expert knowledge, professional insights, and ongoing support—essential elements for effective financial management.

Our advisors are experts in proven financial strategies and wealth creation. They guide you through the complexities of finance, helping you make well-informed decisions that align with your financial goals.

Whatever challenges you face, our team is here to help you build a financial future that meets and exceeds your expectations.

We’re all about creating financial plans that fit your life.

Our advisors really get to know you—your current financial situation, your goals, and your dreams. With this understanding, we tailor a financial plan just for you, making sure it lines up perfectly with what you want now and in the future.

Whatever you’re aiming for, our personalised advice is here to help you make it happen. With us, you’re not just planning; you’re actively shaping your future.

Navigating personal finance is tricky, and it’s all too easy to make costly mistakes.

Many of our clients have shared stories of their struggles when trying to handle their finances alone — from navigating complex investment options to encountering unexpected tax implications.

That’s exactly where our team makes a difference — we simplify the financial landscape for you.

We focus on smart savings techniques, tax-efficient investing, and effective retirement planning to position you for success. Our proactive approach not only secures your future but also provides the peace of mind that comes from having your finances expertly managed.

With our guidance, you’ll gain the confidence to make decisions that enhance your financial stability and ensure a prosperous future.

Our Location

Direct Wealth’s Sunshine Coast office is conveniently located in the heart of beautiful Maroochydore, just minutes from some of the Sunshine Coast’s most beautiful beaches.  

We welcome all visitors, though booking an appointment is recommended, so we can make sure someone is available to speak with you. 

Sunshine Coast Maroochydore Office

1/5 Plaza Parade, Maroochydore QLD 4558

Meet Our Team of Sunshine Coast Financial Planners

Your new team of financial advisors are all highly qualified and experienced professionals who absolutely love what they do. Most importantly, they’re all exceptional human beings. 

Rest assured that when you choose Direct Wealth, you’ll have the best wealth management team possible. 

Founder, Director & Executive Financial Adviser

Simon founded Direct Wealth in 2017 and has since lead the company to great heights. He believes in a customer-focused approach and works closely with his clients to provide advice tailored to their specific needs. Simon’s expertise is backed by an impressive educational background, including a Master’s of Financial Planning. 

Financial Adviser

Erin, with over twelve years in financial services, loves building meaningful strategies that help her clients achieve their lifestyle and financial goals. Balancing her busy professional life with motherhood, she continues to advance her professional expertise, currently pursuing a Master’s in Financial Planning.

Partner, Head of Advice & Executive Financial Adviser

Joel has a diverse skill set, with experience ranging from everyday ‘mum and dad’ investors, through to high-net-worth business clients. He focuses on understanding his clients to tailor strategies for their financial success. Outside work, Joel’s life is enriched by family, including three lovely kids, and a keen interest in sports, especially football.

Financial Adviser

Kirsty, an expert in superannuation, investments, and retirement planning since 2014, values building strong relationships through open and honest communication. With a Diploma in Financial Planning and ongoing studies, she’s also a registered tax adviser. Outside work, Kirsty loves water activities, camping, and adventures with her fiancé and 3 dogs.

Luke Youd
Financial Adviser

Luke has served as a Financial Adviser since 2015, having successfully completed his Bachelor of Business in Financial Planning.

His credentials extend across diverse facets of financial planning, reflecting a commitment to comprehensive expertise.  Those who engage in conversations with Luke consistently acknowledge his passion for the industry and his dedication to aiding individuals in realising their financial objectives.  

Beyond his professional pursuits, Luke derives fulfillment from quality time spent with his young family and embraces the enriching aspects of a semi-rural lifestyle.

Financial Adviser

Sam, with over 10 years in financial services, specializes in insurance, investments, and superannuation, and is academically distinguished, graduating in the top 15% internationally. Sam balances his professional life with getting active. He’s passionate about surfing, scuba diving, and outdoor adventures.

Associate

Josh has 5 years of experience in financial planning, backed by degrees in Economics, Commerce, and a Master’s in Financial Planning. Committed to providing clear and easy to understand financial advice, Josh aims to make financial planning a confidence-inspiring journey for clients. Outside work, he’s an adventure lover, enjoying surfing, van explorations, and camping. 

T. Lincoln

Satisfied Client

“Many thanks to the team at Direct Wealth for keeping us on track with regards to our financial goals.

They have been managing our financial affairs for many years now and we would not be in the great position that we are in, going into retirement, without their ongoing expert advice and successful strategies to maximise wealth.

Highly recommended!

Sunshine Coast Financial Services

Our fine selection of financial planning services and wealth management solutions are designed to harmonise your life and financial well-being. 

Keeping your finances organised is our priority.

Our accountants provide comprehensive support, from ensuring your tax filings are accurate and advantageous, to managing your books and advising on financial strategy.

With our help, you can make informed financial decisions and keep your business and personal finances thriving.

Managing your money shouldn’t mean missing out on life.

We’ll work with you to create a budget that fits your lifestyle and financial goals. This way, you can enjoy today while staying on track for tomorrow.

Discover how our cash flow management and budgeting services can keep your finances in line and your life full of what you love. Read more here – Cash Flow Management Sunshine Coast.

Gain peace of mind by ensuring your wishes are clearly set and your loved ones are well taken care of. We guide you through the estate planning process, making sure every detail reflects your intentions.

Discover more about our estate planning services on the Sunshine Coast here – Estate Planning Sunshine Coast.

Navigating the world of finance can be a challenge, but you don’t have to do it alone.

Our finance brokers are experts in identifying the best loan structures and terms to meet your needs, whether you’re looking to invest, purchase new equipment, or refinance.

We’re committed to finding solutions that enhance your financial flexibility and help you achieve your goals more efficiently.

The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings.

Read more about our lending and finance services here. 

Learn more about how we can help on our Lending & Finance Sunshine Coast page.

Creating the right investment strategy isn’t just about picking stocks; it’s about understanding your unique financial situation and goals. That’s where we come in.

We tailor your portfolio to fit your needs, helping you navigate through the options to find the best fit for you.

Want to learn more about how we can help? Check out our investment advice services on the Sunshine Coast here – Investment Advisor Sunshine Coast

Finding the right mortgage is crucial, and our mortgage brokers are dedicated to making this process as smooth as possible.

We compare rates, terms, and features from various lenders to ensure you get a mortgage that suits your budget and lifestyle, helping you secure your dream home without the stress.

Ensuring you’re fully protected can make all the difference.

We’re here to help you find the right insurance coverage that suits your lifestyle and secures your financial well-being.

Learn more about our personal insurance advice on the Sunshine Coast here – Insurance Broker Sunshine Coast.

Ready to plan for a retirement that feels just right?

Let’s design your roadmap to a retirement that balances well-earned freedom with solid financial security.

At our Sunshine Coast office, we’re all about making retirement planning straightforward and stress-free. We listen to what you want and tailor a plan that fits. Curious about how we can help you enjoy your golden years without a worry?

Learn more about our retirement planning services here – Retirement Planner Sunshine Coast.

Navigating a self-managed super fund (SMSF) doesn’t have to be overwhelming.

Our team is here to simplify the complexities and take on the continuous obligations of managing your SMSF.

Learn more about how we can help make your SMSF journey smoother and more straightforward. Read more here – SMSF Sunshine Coast.

Choosing the right superannuation strategy extends beyond just selecting a fund; it involves tailoring contributions, investment choices, and retirement planning to ensure you achieve the best outcome.

Our expert advisors provide comprehensive guidance on optimising your super to support a comfortable retirement.

Discover more about how our superannuation advice services on the Sunshine Coast can enhance your financial future – Superannuation Advice Sunshine Coast.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 112 Reviews
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Working with Erin from Direct Wealth, I can’t speak more highly. Erin is extremely knowledgeable and informative with a fantastic demeanour – not bothered by all of my questions. I originally went to look at investment advice and options, but Erin has gone the extra mile and provided additional financial wellbeing enhancements which I’m excited about! Feels like I’m in good hands and excited to work with Erin and the Direct Wealth team.
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Ben from Direct Wealth went above and beyond in handling my wife prior to her passing
I have met with Ben in several occasions since Linda’s passing and I could not be more grateful and impressed with Bens handling of the Estate of my wife’s financial affairs
I met with Ben today 09/01/2024 and I have no other words to explain how Bens work in preparing my wife’s affairs to be transferred as noted within the wishes of my dearly departed wife of over 50 years together Bens work ethics and delivery is extremely professional
google
My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner!

Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!
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We came to Lyle at Direct Wealth not knowing where our next financial step in life would go. With Lyle’s help, we are now looking forward to a comfortable retirement. He is very knowledgeable, and we highly recommend Lyle at Direct Wealth.
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Erin is very approachable and patient. She took time to understand our goals and built a customised plan for us. She walked us through it in a way that was easy to understand and allowed us to move forward at our pace.
google
My wife and I found direct wealth excellent to work with and we would highly recommend them for any financial needs whatsoever. A special mention to Kirsty who did everything for us and made the whole process very simple and Jasmine in the office who very efficient in sending all our paperwork and ensuring we were aware of each process.
google
I highly recommend speaking with Erin if you’re seeking a Financial Advisor. She is knowledgeable, an excellent communicator and honest. She listened to my circumstances and tailored a plan to my needs.
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Our friends recommended Direct Wealth to us through their own experience of dealing with them.

We contacted Direct Wealth and our financial advisor was Sam Dwight. Upon meeting Sam we immediately felt relaxed and comfortable with his advice.

We found Sam to be very professional, caring and knowledgeable to assist us with our retirement and superannuation goals. He was always available and quickly responded to any questions or concerns we had.
We would highly recommend Direct Wealth and Sam Dwight.
Frank and Coral
google
Kirsty has recently taken over my superannuation account and I’m very impressed with the service I have received since coming across. I feel very comfortable with Kirsty, I trust her and she has provided open and honest advice. I think Kirsty is a shining star, shows consideration of my needs and is very easy going.
google
Russell & I met with Erin just recently. We find Erin very easy to talk to and she listens to us to give us the best advise. We are now in our next stage of life and Erin has provided us with excellent advise on how to move forward so we can enjoy our retirement without any worry. We cant recommend Erin highly enough for anybody looking for Financial Guidance.
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As a new client of Direct Wealth, I have been very impressed with Ben and the time he has taken to understand my changing financial situation and to work a best solution for me for the present and into the future.
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Natalie, has given me exceptional support and service. I could not have done it without her. She has always been a ph call away, and nothing is to much bother. I am so grateful her advice and knowledge when it comes to finances. Thank you Natalie.
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
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Natalie is always available to help Sherry and I with accurate and timely support when ever we need help. Over the last couple of years it has been very trying for us with dealing with all the red tape with our personal issues and Natalie has always been caring, supportive and a great support to us one that we could not have continued without and we both thank her and the team from the bottom of our hearts.
Thanks Richard 😀
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
Had my first meeting with Greg and Simon today.
Very professional and answered all my questions with the exact details I was looking for in a financial team.
Other companies beat around the bush.
Really friendly and down to earth team.
This is my 3rd meeting this week with a advisory firm.
Should have just contacted them first

We've Helped Thousands of Clients Secure Their Future with Confidence and Clarity   

A picture of a happy older couple dancing in their kitchen

Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations. 

Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step. 

Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind. 

Are you ready to improve your financial wellbeing and achieve your goals? Contact us today to get started! 

William Chang

Satisfied Client

“I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor. 

Over the last 6 months or so, they have helped me begin the process of planning and executing a roadmap to future financial security. 

Throughout this process, the team has been communicative and informative. They understood my current financial and personal circumstances and worked hard to ensure we had a robust plan. 

With their help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.

5 Over 112 Reviews

Ready to start your journey?

The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and see if we’re the right fit for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

We’re looking forward to meeting you! 

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Frequently Asked Questions

 Financial advisors offer a range of services including investment management, financial planning, retirement planning, tax planning, estate planning, and insurance strategies to help clients manage and grow their wealth effectively.

Financial advisors can charge in several ways: a flat fee, an hourly rate, a percentage of assets under management (AUM), or a commission on products they sell. Some may use a combination of these fee structures.

If you’d like to know more, please feel free to ask any questions and we’ll be happy to answer. 

It’s helpful to bring financial documents such as investment statements, retirement account statements, life insurance policies, a list of assets and debts, and any other relevant financial information.

If you don’t have the above on-hand for your first meeting, that’s perfectly OK. Your advisor will ask you for exactly what they need, and it can be sent through via email or bought to your next meeting. 

Most financial advisors recommend reviewing your financial plan at least annually, though more frequent reviews might occur due to changes in your personal circumstances or major financial events.

Yes, financial advisors can provide strategies to manage and reduce debt, including consolidating debt, restructuring payment plans, and prioritizing high-interest debts.

Both terms are used interchangeably, with focus placed on the creation of a comprehensive plan that covers all areas of finance, though some financial advisors might specialize in specific areas like investment management or retirement planning.

Look for advisors who are registered with national financial regulatory bodies, have reputable qualifications, and adhere to a fiduciary standard, which obligates them to act in your best interests.

All of Direct Wealth’s advisors are qualified, registered, and excellent in what they do. The best part? They’re ready to help you! 

A financial advisor considers your overall financial situation, goals, risk tolerance, and personal preferences to create a customised plan that aims to optimise your financial outcomes and meet your life goals.

Yes, financial advisors are skilled in retirement planning, helping clients determine how much they need to save, the best investments for retirement savings, and strategies for withdrawing funds in retirement.

Choose a financial advisor who has the necessary qualifications, a robust track record, and a clear fee structure. It’s also important to select someone whose communication style and values align with yours.

A financial advisor can help identify tax-saving opportunities, such as tax-efficient investments, deductions, and timing strategies to help minimise your tax liability and maximise your after-tax returns.

Financial advisors employ various investment strategies based on the client’s risk tolerance, investment goals, and time horizon. This might include diversification across asset classes, strategic asset allocation, or tactical adjustments based on market conditions.

We only ever recommend investments that are well researched and have 

Yes, financial advisors often work with estate planning attorneys to help you plan your estate, including setting up wills, trusts, and other strategies to ensure your assets are distributed according to your wishes and are tax-efficient.

Financial advisors will help you adjust your financial plan in response to major life events such as marriage, the birth of a child, divorce, or receiving an inheritance to ensure it remains aligned with your new circumstances.